Ishares Russell Mid Cap Etf Profile
| IWS Etf | USD 126.59 0.48 0.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
IShares Russell is selling for under 126.59 as of the 21st of March 2025; that is 0.38 percent decrease since the beginning of the trading day. The etf's lowest day price was 126.59. IShares Russell has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The index measures the performance of the mid-capitalization value sector of the U.S. equity market, as defined by Russell. Russell Mid-Cap is traded on NYSEARCA Exchange in the United States. More on iShares Russell Mid Cap
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IShares Etf Highlights
| Chairman | Lee Kranefuss |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Mid Cap ETFs, Mid-Cap Value, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2001-07-17 |
| Benchmark | Russell MidCap Value Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 13.3 Billion |
| Average Trading Valume | 555,631 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Mid Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | BlackRock Fund Advisors |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 716 |
| Market Maker | Latour Trading |
| Total Expense | 0.23 |
| Management Fee | 0.23 |
| Country Name | USA |
| Returns Y T D | (1.4) |
| Name | iShares Russell Mid-Cap Value ETF |
| Currency Code | USD |
| Open Figi | BBG000JWZ6F0 |
| In Threey Volatility | 19.96 |
| 1y Volatility | 15.69 |
| 200 Day M A | 129.41 |
| 50 Day M A | 130.79 |
| Code | IWS |
| Updated At | 20th of March 2025 |
| Currency Name | US Dollar |
iShares Russell Mid Cap [IWS] is traded in USA and was established 2001-07-17. The fund is classified under Mid-Cap Value category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares Russell Mid currently have 11.84 B in assets under management (AUM). , while the total return for the last 3 years was 4.2%.
Check IShares Russell Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Russell Mid Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Russell Mid Cap Etf Constituents
| XEL | Xcel Energy | Stock | Utilities | |
| PCAR | PACCAR Inc | Stock | Industrials | |
| PPG | PPG Industries | Stock | Materials | |
| MU | Micron Technology | Stock | Information Technology | |
| F | Ford Motor | Stock | Consumer Discretionary | |
| KR | Kroger Company | Stock | Consumer Staples | |
| TT | Trane Technologies plc | Stock | Industrials | |
| WEC | WEC Energy Group | Stock | Utilities |
IShares Russell Top Holders
| QMLAX | Quantified Market Leaders | Mutual Fund | Tactical Allocation | |
| CRTBX | Conquer Risk Tactical | Mutual Fund | Tactical Allocation | |
| QMLFX | Quantified Market Leaders | Mutual Fund | Tactical Allocation | |
| MLUYX | Massmutual Select Mid Cap | Mutual Fund | Mid-Cap Value | |
| MLUFX | Massmutual Select Mid Cap | Mutual Fund | Mid-Cap Value | |
| MLUSX | Massmutual Select Mid Cap | Mutual Fund | Mid-Cap Value | |
| MLUNX | Massmutual Select Mid Cap | Mutual Fund | Mid-Cap Value | |
| MLUZX | Massmutual Select Mid Cap | Mutual Fund | Mid-Cap Value |
iShares Russell Mid Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Russell. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.08) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.02) | |||
| Treynor Ratio | (0.12) |
IShares Russell Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Russell Mid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
The market value of iShares Russell Mid is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.